If today's economy has taught one lesson, it is that tax and wealth planning should be a year-round process, not simply a year-end checklist. "The Essential Tax and Wealth Planning Guide for 2009" provides insights into many areas that may have an impact on your tax and wealth planning decisions — a possible shift in U.S. tax policy, demographic changes and the growing federal deficit.

The report, published by the Private Client Advisors group of Deloitte Tax LLP, provides a holistic view of the planning process with concrete information and strategies that can help you plan effectively year-round. Now in its 21st year, the guide discusses:

• Our current tax environment — what has changed, what might lie ahead and how can you keep perspective in your planning?
• Income tax matters — what affects you as an individual, a family, a business owner?
• Investments — what can you do to stay focused on long-term investment goals in today's economic climate?
• Insurance — how do insurance coverage choices fit into wealth planning?
• Wealth transfer tax — how can you tackle estate, gift and charitable tax planning?

Attend to all aspects of your tax and wealth planning now with "The Essential Tax and Wealth Planning Guide for 2009." 

Order a free printed copy or download an electronic version of the guide.

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